Insurance Account Manager

14 hours ago


Scottsdale, Arizona, United States Marsh McLennan Full time
Job Title: Client Executive

At Marsh McLennan Agency, we are seeking a highly skilled Client Executive to join our team. As a Client Executive, you will play a critical role in assisting Sales Executives in securing new business and retaining renewal business for the agency on select accounts determined by premium size or complexity.

Key Responsibilities:
  • Oversee and coordinate new business exposure analysis, coverage program design, and marketing submission for select new business opportunities.
  • Proactively work renewals by contacting clients 120 days out, completing account checklists, gathering updated information, revising program design as needed, and preparing complete renewal specifications for marketing.
  • Maintain contact and collaborate with internal and external parties, including Sales Executives, Account Managers, Department Heads, Marketing personnel, Loss Control personnel, clients, and insurance companies.
  • Act as the main point of contact for select clients, reviewing current coverages and/or contractual requirements, providing guidance on appropriate changes, coordinating/providing claims reviews, informing/educating clients on exclusions and exposures, and performing contract reviews and advising clients on insurance and indemnification.
  • Build relationships with clients and their teams, prescribing, planning, and implementing appropriate risk management services for assigned accounts.
  • Review and update applications and general information into the agency management system for assigned books of business.
  • Plan, prepare, and implement stewardship meetings, as needed.
  • Process, delegate, and/or oversee audits, proposals, and policy checking.
  • Conduct all business in accordance with established policies and procedures.
  • Regularly attend client meetings on or off-site.
Requirements:
  • 5-7 years of experience in commercial lines insurance.
  • P&C License, required.
  • Exceptional customer service and interpersonal skills, required.
  • Some college, a plus, but not required.
  • Strong analytical aptitude and commitment to accuracy.
  • Proficiency in Microsoft Office 365, required.

We offer a dynamic and supportive work environment, competitive compensation, and opportunities for growth and development. If you are a motivated and results-driven professional looking to take your career to the next level, we encourage you to apply for this exciting opportunity.



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